What We Offer

Protection today. Security tomorrow. Legacy forever.

Health Insurance

Health Insurance

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Health & Dental Insurance

Everyday coverage for real-life health needs.

Health and Dental Insurance helps manage the cost of routine and unexpected medical expenses—from prescription drugs and dental care to vision, paramedical services, and extended health needs.

Whether you’re self-employed, between employer plans, or looking to enhance existing coverage, we help structure plans that protect both your health and cash flow.

Because health isn’t optional—and neither is planning for it.

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Travel Insurance

Why Get Travel Insurance?

Whether you’re travelling abroad, welcoming family to Canada, or studying overseas, unexpected medical emergencies and trip disruptions can happen anytime.

Did You Know?

  • Hospital costs abroad can exceed $10,000 per day (especially in the U.S.)

  • Provincial health plans may cover less than 10% outside Canada

  • Trip cancellations or interruptions can cost thousands out of pocket

    Travel insurance is not optional — it’s financial hygiene.

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Health & Disability Insurance

Health & Disability Insurance
Protection that keeps life moving—no matter what happens.

Illnesses and accidents don’t just affect your health. They interrupt income, routines, and financial stability. Health and disability insurance provides financial support when life takes an unexpected turn—so recovery comes first, not financial stress.

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Disability Insurance

Safeguard Your Income When Life Interrupts Work

What Disability Insurance Is

Disability Insurance is designed to protect your income if an illness or injury prevents you from working. While recovery should be your only focus, financial obligations don’t pause. Disability coverage helps replace a portion of your income so you can continue meeting everyday expenses without draining savings or relying on debt.

This coverage complements employer benefits or fills the gap when no employer plan exists.

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Cancer Care Insurance

Financial Support When Cancer Changes Everything

Why Cancer Coverage Matters

A cancer diagnosis impacts more than health—it affects income, routines, and finances. Even with provincial healthcare, many costs are not fully covered. Cancer Insurance provides cash benefits to help manage the financial side of treatment and recovery.

This coverage allows you to focus on healing, not bills.

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Critical Illness Insurance

Lump-Sum Protection When a Major Diagnosis Occurs

What Is Critical Illness Insurance

Critical Illness Insurance provides a lump-sum cash benefit if you’re diagnosed with a covered serious illness. The benefit is paid directly to you and can be used for any purpose—medical costs, household expenses, or time away from work.

It’s about flexibility at a critical moment.

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Ready to Get Started?

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Opening a savings or investment plan is a guided process. A licensed advisor helps assess eligibility, objectives, and suitability to ensure your plan aligns with your financial goals and regulatory requirements..

I don’t have an advisor

Opening a Savings or FHSA plan requires the guidance of a licensed advisor to ensure proper setup, suitability, and compliance.

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I have an advisor

If you already have an advisor, contact your advisor directly. To find your advisor’s contact information, visit My Client Space, consult one of your statements or contact Customer Service at 1-416-473-8722.

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Your Chance to Win $5,000 — Up to 5 Times

A digital graphic with a blue background featuring a hockey stick with a blue padded grip and a gold coin with a dollar sign, along with bold white text that reads "Your Savings" and "Your Shot at $5,000."

How to qualify:

  • Contribute to an RRSP, TFSA, or FHSA with iA Financial Group or Investia

  • Open a new eligible savings plan

  • Or complete an iA savings calculator and email your results

✔ No complicated sign-up
✔ Automatic entry when eligible
✔ Multiple ways to qualify

Prizes:

  • 5 prizes of $5,000 (total of $25,000)

Campaign period:

  • November 1, 2025 – March 2, 2026

  • Draw date: April 22, 2026

Good to know:

  • Eligibility rules apply

  • No-purchase entry option available

  • Odds depend on total entries received

👉 For full details, eligibility, and official contest rules, see below.

Calculate how much you need to save using our RRSP, TFSA, or FHSA calculators and see how different strategies may help you reach your goals.

Contribute online or Try a calculator

I’m already a client

Book a Meeting

I want to become a Client

Official Contest Rules (PDF)
The full campaign rules, eligibility criteria, prize details, and conditions are governed by iA Financial Group.

View Official Rules (PDF File)

⭐⭐⭐⭐⭐

“Clear, professional, and reassuring.”
The team took time to explain everything in simple terms. I never felt rushed, and I felt confident in every decision we made.
— Client, Ontario

Interim Reviews

⭐⭐⭐⭐⭐

“They actually listen.”
What stood out was the care and structure. This wasn’t a sales pitch—it was a real conversation about my family and future.
— Working Professional

⭐⭐⭐⭐⭐

“Organized from start to finish.”
From booking to follow-ups, the process was smooth and professional. It gave me peace of mind knowing my coverage was properly reviewed.
— Small Business Owner

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Our Commitment

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People-First Approach

We put people before policies. Every recommendation begins with listening—understanding your goals, your family, and your priorities before discussing solutions. Trust is built conversation by conversation, not transaction by transaction.

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A Focus on Quality

We believe quality beats quantity—always. From thoughtful planning to precise execution, every detail matters. Our work is guided by structure, discipline, and standards that stand the test of time.

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Long-Term Relationships

We’re not here for one decision—we’re here for the journey. As life evolves, so does your financial plan. Our commitment is to walk with you through every stage, providing clarity, continuity, and confidence over the long term.